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SGDIX Sprott Gold Equity Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, in securities of companies located throughout the world, in both developed and emerging markets, that are primarily engaged in mining or processing gold (“Gold Related Securities”). It may also invest in gold bullion and other precious metals, i.e., silver and platinum (“Other Precious Metals”). However, no more than 20% of the fund's total assets may be invested directly in gold bullion and other precious metals. The fund is non-diversified.

Market Cap

The average market capitalization across the Sprott Gold Equity Institutional MF is 8.82B. The market cap for tickers in the group ranges from 1.95B to 29.62B. AEM holds the highest valuation in this group at 29.62B. The lowest valued company is EQX at 1.95B.

Volume

The average weekly volume growth across all stocks in the Sprott Gold Equity Institutional MF was 15%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 54
Price Growth Rating: 52
SMR Rating: 79
Profit Risk Rating: 48
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category PreciousMetals

Profile
Fundamentals
Details
Category
Equity Precious Metals
Address
Tocqueville Trust40 West 57th St. 19th FLNew York
Phone
N/A
Web
www.tocquevillefunds.com
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SGDIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SGDIX has been closely correlated with FEURX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if SGDIX jumps, then FEURX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SGDIX
1D Price
Change %
SGDIX100%
-1.23%
FEURX - SGDIX
95%
Closely correlated
-1.63%
SGGDX - SGDIX
95%
Closely correlated
-1.63%
IOGYX - SGDIX
95%
Closely correlated
-1.72%
OPGSX - SGDIX
92%
Closely correlated
-1.70%
OGMYX - SGDIX
91%
Closely correlated
-1.69%
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